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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1551
MBL Wealth
North Carolina
$435K -$6.04K -61 -1%
RBC
1552
Romano Brothers & Co
Illinois
$433K -$19.8K -200 -4%
PWM
1553
Peak Wealth Management
New Hampshire
$429K +$18.6K +188 +5%
BC
1554
Burney Company
Virginia
$428K +$72K +728 +20%
CFO
1555
Callan Family Office
Pennsylvania
$428K +$60.9K +616 +17%
IWP
1556
Insight Wealth Partners
Texas
$427K -$34.9K -353 -8%
SOS
1557
Silver Oak Securities
Tennessee
$422K +$116K +1,170 +38%
BFWM
1558
Bright Futures Wealth Management
New York
$422K +$3.17K +32 +0.8%
FCAS
1559
First Command Advisory Services
Texas
$420K +$380K +3,844 +961%
FH
1560
FWG Holdings
Florida
$420K +$2.97K +30 +0.7%
HBT
1561
Hills Bank & Trust
Iowa
$417K +$185K +1,870 +80%
WAG
1562
Winthrop Advisory Group
Massachusetts
$417K -$371K -3,751 -47%
BDPWM
1563
Barnes Dennig Private Wealth Management
Ohio
$416K +$32.9K +333 +9%
LPP
1564
Life Planning Partners
Florida
$416K +$63.6K +643 +18%
CCP
1565
Carmel Capital Partners
California
$415K -$606K -6,125 -59%
LA
1566
LM Advisors
California
$415K +$373K +3,773 +914%
NWA
1567
New World Advisors
Massachusetts
$413K +$792 +8 +0.2%
WRPWM
1568
Werba Rubin Papier Wealth Management
California
$413K +$413K +4,173 New
FDW
1569
Fourth Dimension Wealth
Ohio
$412K +$39.8K +402 +11%
HDIM
1570
Hanson & Doremus Investment Management
Vermont
$411K -$19.7K -199 -5%
SFG
1571
Synergy Financial Group
California
$411K – – –
JBA
1572
Johnson Bixby & Associates
Washington
$410K – – –
HI
1573
Harper Investing
California
$409K +$34.1K +345 +9%
AC
1574
Avenir Corporation
Virginia
$404K +$404K +4,084 New
PP
1575
Patten & Patten
Tennessee
$404K -$12.1K -122 -3%
61 62
63
64 65